View Full Version : FIRE and Money
- Vanguard tax forms ready
- PIMIX - Bond position / allocation
- Capital Gains question
- 2022 first full year of retirement: tax gain harvest, Roth conversion, etc...
- Using Tax Calculators for Planned Roth Conversions
- PSA: Planning for Infrequent (Major) Expenses
- Credit Card Rewards for CY21
- TAX EXEMPT BOND FUNDS ? A Question
- Annuity vs. Lump Sum - How to decide?
- Anyone familiar W/Decoding the SSA.GOV "ANYPIA" App to see one's Future SS Payment?
- Advice for 26 year old/rollover of 401K
- 0% LT Capital Gain vs 12% Roth Conversion
- Updating Social Security Benefits
- How Much is Enough to Self Insure for LTC?
- Social Security Calculator for ER?
- Secured loan / investment in home for family member ?
- Bankrate Awards
- Retirement Calculators
- What would you do with this $?
- How Much Should You Pay for Professional Advice? excellent Mike Piper post
- Investment advice for a new granddad?
- How much would you Roth convert?
- Mechanics of Fidelity IRA Withdrawal
- Bond allocation @ 41 yrs old
- What ETF do you have and will keep for the forseeable future?
- Tips? My first estimated tax payment
- Any other "Car Guys" planning for FIRE?
- Age 55 and two small pensions -- what would you do?
- good firecalc %
- VERY conservative asset allocation
- Best CD, MM Rates & Bank Special Deals Thread 2022 - Please post updates here
- Homeowner Insurance and replacement cost estimate
- Mega Backdoor roth via my own business Vanguard 401k
- Your 2022 S&P Prediction
- FIRE in 4-6 years; what do you wish you'd done at this stage
- SIPC Insurance on each $500,000 balance?
- SP500 decades chart, 1920's to now
- Time for Vanguard?
- Basic RMD question
- Estimating future federal income taxes
- Does tax-deferred $$ make sense for us?
- Best auto insurance carrier?
- Will Vanguard Ever Start Managed ETFs?
- Wisdom of doing roth conversions !
- Closed fund rollover from 401k to IRA, in-kind
- Sold Stock - Taxable Investment Suggestions?
- New federal retiree transfer TSP balance question
- Ibond Journey
- Best resource to ease someone in to tracking / reducing expenses?
- Should I use a 529?
- 529 funds for teacher certification test?
- Quicken Deluxe 40% off with coupon Amazon
- Take non-COLA pension now since the money will be devalued by inflation?
- Vanguard pushing me to brokerage account
- Can you contribute to HSA when retired ?
- Final Year End Roth Conversion
- Resources you use to Educate on Money and Markets in retirement
- 60/40 balanced fund/what to do for asset management issues
- CA Taxes on people with terminal diagnosis
- Pulling money from Roth pre 59.5
- Changed RMD Tables for 2022
- Realistic budget for travel and health in retirement?
- Vanguard 60/40 Balanced fund
- 401K question about investment selection
- How Much Time
- Trigger point for trusts?
- For Those Who Want To Increase Spending, On What?
- Treasury Direct Conversion Account
- sigh ... 2020 tax refund in 2022
- Contactless Credit cards - safe
- Worthwhile article and thread on "The Most Efficient Portfolios"
- Where to hold cash at Vanguard
- Mental Gymnastics to Make Sure You are Spending Enough
- Mindset vs Tax Bracket
- Converting Vanguard Funds to ETFs at another broker
- Social Security Benefits Questions
- ITOT ETF paying non-qualified or qualified dividends?
- Help Me Understand What is Going on with TRBCX?
- amended tax return
- Big glitch in 2021 HR B software until it updates, check others
- tax impact of paying down student loans?
- SLAT or GRAT
- Online only Banks & I-bonds - Ally Bank
- Cash out rentals to invest in the markets ?
- Inheritance/will question
- 2 years retired now, some concerns perhaps/perhaps not?
- Where to get cash
- ACA penalty for overestimating income?
- TIPS in an IRA
- Retirees aren’t spending enough of their nest eggs - Interesting Barton’s article
- How Will Inflation Affect Your 2022 Planned Spend?
- Question about gifting strategy
- Offer to Change Credit Cards - Why?
- Anybody want to share steps to choose what to sell?
- Time to Move Forward- Life Story
- Signing back of credit card?
- Second To Die Life Insurance Policy for Estate Planning
- Linking Treasury Direct to online bank account
- Weird observation, using H&R Tax softwere
- 401k Roth Conversions
- Morningstar's Market Crystal Ball Irresponsible
- Penfed Visa w/ 5% Cashback on Gas
- Rising Equity Glide Path in Retirement
- Edward Jones and my remorse
- Firecalc Mortgage - include in Pensions/Off chart
- Wash sale transactions
- Transferring from TRPrice to Fido Tax Consequences
- What can we learn from the Bob Ross estate saga?
- Clarification on RMD withdraw date
- Weird message on SSA website related to estimated benefits
- Opinions on AA for elderly couple with 4 year max horizon
- Anyone Here Have Personal Experience Using Fisher Investments?
- Solo401K/Revocable living trust
- PSA: Inherited IRA and RMD
- Looking for Bettter CD Rates
- Retire in June or OMY?
- What to do with big payoff?
- Roth maximum contribution for low earned income
- Where to put 350k for a year that is earmarked for a house renovation
- Three year plan to 59.5
- Questions about DTC transfers
- Help me refine my message to my advisor
- Warning: Quicken Interface to Schwab is Toast
- Pre Paying estimated tax payments
- ACA Noob
- Dormant Accounts
- Personal loan question
- Is it better to take an RMD before or after capital gains distributions?
- ACA cliff suspension strategy
- AA Between Different Accounts
- Liftoff!!!
- When do you withdrawal from your portfolio?
- Forecasting I-Bond earnings
- Latest Inflation Data and report
- Quicken Renewal
- Who purchased an annuity and is glad they did?
- Article: The Secret Is Out on 7.12% Inflation-Protected Bonds
- FireCalc questions
- How to add minor accounts to TreasuryDirect
- Medicare and IRMAA increase not withheld in December
- IRMAA Clarification
- Roth Conversion into existing Roth IRA account - accounting
- Life Insurance
- Backdoor Roth when not eligible for 401k
- Umbrella Policy - To Cancel or not?
- Is there such a thing as saving too much?
- Question about spending from nestegg prior to retirement
- Thanks for all the specific things I learned about here
- Schwab website glitch today -- inaccurate data
- Question about umbrella insurance
- What? Me, consult? I don't know where to begin.
- Is it silly to use Roth money and do Roth Conversion.
- Revocation Trust
- Fidelity is giving away $100 limited time
- Making a rent-free house for one son fair to the other son
- SS income vs ROTH conversions
- How to decide what to funds to sell
- Our First snafu at Fido with Inherited IRA transfers
- Asset Allocation and Alternatives
- Who/How am I billed for Part D IRMAA adder?
- Tips For Converting 80 Individual Stocks To ETF’s
- Special Needs Trust
- 457 Fees vs. Taxable Account
- Too much cash in hand?
- HSAs in Retirement
- RMD Question
- How to pay for home remodel
- Inherited Non Spouse IRA: RMD Questions
- Is an extra year of w*rk worth $2700 annually?
- Giving Tuesday Today
- Software developers, how viable is making your own app?
- Roth Conversions for 4 years?
- 1031 out of company stock into etf?
- Estimated Payments/Timing
- Withdrawing from an HSA
- Spending after Retirement
- How does the ACA subsidy work in 2022?
- Share Avg Return Percentage & Portfolio
- Fire vs Growing Inflation
- What does it mean to be a professional?
- Ridiculous online financial advice column questions
- Made 300K last year - But still don't have enough for a HCOL city and not very happy
- PPACA Premium Tax Credit and American Rescue Plan Act
- How to minimize taxes on inherited IRA?
- 3 Fund (Bogle) or 2 Fund (Buffet) Portfolio Strategy?
- 401K Withdrawal instead of Roth converting?
- Additional social security benefits for veterans
- Ponzi - Avoidable Transactions Statute
- Transferring money to Europe
- Retired father-n-law….
- Roth Conversion 5 Year Rule
- Social Security redesigned your statement, here’s why you should take a long, hard lo
- $300000+ to invest
- Cash alternatives
- ETF equivalent of VWELX?
- Insure to Get a House "Totaled"?
- RSUs or Stock Options what did you do and how to think about it
- Simple Question about Roth Conversions ?
- Max out 401K in last year?
- Moving from stocks to bonds - how?
- Can't get a straight answer on early Roth IRA penalty
- SS and Deflation
- Medicare Premium via EasyPay, SS benefit, IRMAA - Now what?
- 2022 SS Increases
- FI forums for Simple People
- Got the green light from our CFP
- Gifting from a joint/trust account
- Save the farm?
- Amateur Estate Executor Fail
- Build Back Better Bill health care provisions
- Where to park money that is not needed for 10-15 years?
- Question on tax type order when estimating
- When to discontinue long term disability insurance
- Leaving jobs - Any ACA advice?
- Big Milestone - $3M
- Opinions on taxable brokerage & ER
- At what point did you stop doing Roth conversions?
- Calculating Deferred vs SS vs Cash vs Pension vs Nest Egg Income.
- My 1st Roth Conversion
- IRA money in your will
- Who Is Your Role Model for Retirement?
- SS @ 70 Poll, How much will U & UR SO Get, Please SS @ 70 Only, No External Pensions
- Detailed question about IRA withdrawl taxation
- Any experience with deferred compensation plans?
- How many have bought something "cool" after an inheritance?
- HSA reimbursements to Roth?
- Rebalance in ROTH or Taxable?
- Wealth Management Company Worth It?
- RV placed in Living Trust?
- Fascinating to explore portfolio perf vs time periods
- Roth Conversions, the basics?
- Excel Question
- modeling inflation - opinions ?
- Tax scenario for Irrevocable trust questions
- credit card fraud pending
- Minimum rate of return in retirement
- How to fund vacation rental condo?
- Lets talk tax torpedos: Pension, QBI, RMD and SS
- withdrawal rates and methodologies
- ACA plan transitioning to Medicare in 022
- Gold woke up
- SS Earned Income Amount
- The important "trigger" income levels for 2022
- NEW MEMBERS PLEASE READ: Overdue Thank You to this incredible resource.
- 2021 Conversion Decision
- Two questions regarding wills
- Revocable Trust vs. Beneficiary at Death.
- Advice for dealing with an insolvent estate
- Staying Motivated after FI(re)
- Did anyone else get this email from Wells Fargo?
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